Viewing open transactions

Depending on the
system setup, you can view open transactions such as debit memos, credit memos,
unapplied cash, collect on delivery, and payments. The list of transactions
includes information about each transaction such as the document number,
transaction date, aged date, transaction amount, days open, dispute code, and
transaction type.

To view open transactions:

In the My Account section, click
Open Transactions. All
open transactions are displayed.

To limit the list of open transactions, specify the end date of
the transactions, and click
Submit. The transactions
that meet your selection criteria are displayed.

Optionally, click Export to export the data in the result set to an Excel spreadsheet. Only the columns that appear in the page layout are exported.